GE · 8-K · 20261020PR000063
Revenue Performance and Mix
GENERAL ELECTRIC CO · 2026-10-20 · Importance 54 · Surprise 40 · No source text
Third-quarter 2026 GAAP revenue increased 16% year over year to $14.118 billion, while adjusted revenue rose 18% to $13.285 billion. Commercial Engines & Services revenue grew 21% to $10.342 billion, driven by 17% services growth and 38% equipment growth. Defense & Propulsion Technologies revenue increased 7% to $3.469 billion, including 5% growth in Defense & Systems and 10% growth in Propulsion & Additive Technologies. Nine-month adjusted revenue increased 23% to $37.533 billion, with Commercial Engines & Services up 27% and Defense & Propulsion Technologies up 13%.
Key facts
- Total revenue (GAAP) in Third Quarter 2026: $14.1B, +16% source
- Adjusted revenue in Third Quarter 2026: $13.3B, +18% source
- Total company GAAP total revenue for three months ended September 30, 2026: $14,118 million, +16% year-on-year source
- Adjusted revenue (Non-GAAP) for three months ended September 30, 2026: $13,285 million, +18% year-on-year source
- GE Aerospace reported year-to-date orders, revenue and total engine deliveries up over 20% source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +15.2% | Adjusted revenue (Non-GAAP) for three months ended September 30, 2026: $13,285 million, +18% year-on-year |
| revenue | positive | realized | +14.6% | Total company GAAP total revenue for three months ended September 30, 2026: $14,118 million, +16% year-on-year |